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by Armando
Mon Jan 16, 2017 10:59 am
Forum: Investing - Help with Personal Investments
Topic: How to politely fire my financial advisor
Replies: 66
Views: 6364

Re: How to politely fire my financial advisor

I know it's kinda late, but I just wanted to thank everybody for their suggestions! This is going to make the rollover a lot easier. Leaving our long time financial advisor and "friend" (every good salesperson becomes a "friend") at Merrill Lynch in 1986 was one of the most diffi...
by Armando
Tue Jan 10, 2017 11:04 am
Forum: Investing - Help with Personal Investments
Topic: How to politely fire my financial advisor
Replies: 66
Views: 6364

How to politely fire my financial advisor

Medium-term lurker, first time poster. I'd like to roll over my American Funds IRAs and taxable accounts to Vanguard. I was put into these funds by a financial advisor I've done business with for the past ten years. While I realize that he's in the biz to make money off of my money, I honestly harbo...

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